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iShares S&P 500 Index shares owned by Athena Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Athena Wealth Management from 13F filings

Historical chart of Athena Wealth Management investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Athena Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Athena Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 4.7k 653.18
2025-12-31 $3.2M 4.7k 684.92

More positions owned by Athena Wealth Management

Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Putnam Etf Trust Focused Lar Cap (PVAL)
Exxon Mobil Corporation (XOM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Citigroup Com New (C)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Astrazeneca Ord (AZN)
Cisco Systems (CSCO)
Amazon (AMZN)
ConocoPhillips (COP)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Hilton Worldwide Holdings (HLT)
Ares Capital Corporation (ARCC)

View all positions for Athena Wealth Management

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index